Rob Brewis

Nov 5, 2024 | investment-international.com | Rob Brewis |Mark Battersby |Gary Robinson

With all eyes on today's US election, Rob Brewis, investment manager at Aubrey Capital Management, has shared his thoughts in the piece below on how the result might impact emerging markets. In an election campaign often dominated by personality and rhetoric, both sides claim that the economic policies of the other will lead to higher US inflation. Bond yields have climbed reflecting concern that both sets of economic policies could lead to higher fiscal deficits.

Jan 27, 2024 | ifamagazine.com | Rob Brewis |Meg Bratley

Written by Rob Brewis, Fund Manager of the Aubrey Global Emerging Markets fund. The Indian motorcycle market is among the largest in the world and this sector is of particular interest to the Aubrey Global Emerging Market Strategy because we are at the beginning of an entire product replacement cycle. As a still relatively poor country, the affordable “2-wheeler” has become a vital cog in the transport network, for goods, people, animals and often entire families.

Dec 14, 2023 | ifamagazine.com | Rob Brewis |Brandon Russell

By Rob Brewis, Fund Manager at Aubrey Capital Management The Indian motorcycle market, needless to say, is among the largest in the world. As a still relatively poor country, the affordable “2-wheeler” has become a vital cog in the transport network, for goods, people, animals and often entire families. The “3-wheeler” is another segment loved by Indians, and in many other emerging markets, which has been largely sidestepped in the developed world.

May 4, 2023 | barrons.com | Rob Brewis

Fans of Kevin Costner may recall the movie Field of Dreams and the line, “If you build it, they will come.” It’s a sentiment that sprung to mind during our recent visit to India, a country soon to overtake China as the world’s most populous country. For decades, India’s inadequate infrastructure has been a hindrance to investment and economic growth. But it is finally getting up to speed.

Apr 5, 2023 | advisorpedia.com | Rob Brewis

Written by: Rob Brewis | Aubrey Capital Management Fans of Kevin Costner* may recall Field of Dreams. The above quote went to the heart of the 1989 film. It sprung to mind during our recent visit to India. Namely, that Indian infrastructure is finally shifting from a ‘hindrance’ to a ‘help’.